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Retirement › Property Tax

Skadden, Arps, Slate, Meagher & Flom LLP

The 2024 Green Book and Tax Implications: A Primer

Skadden, Arps, Slate, Meagher & Flom LLP on

On March 9, 2023, the Treasury Department released the General Explanations of the Administration’s Fiscal Year 2024 Revenue Proposals (sometimes called the Green Book) to accompany President Joe Biden’s proposed budget for...more

Best Best & Krieger LLP

Looking Forward: New California Laws for Public Agencies

Best Best & Krieger LLP on

Like years past, there were plenty of laws passed in Sacramento in 2016 that will impact public agencies. Here is a summary of those that have specific importance to your work. We hope that you will contact us for further...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You’re planning to retire abroad

Adler Pollock & Sheehan P.C. on

People who have dreamed of spending their golden years in a tropical paradise or a culture-rich European city should discuss their plans with their advisor before making a move. It’s important to understand the potential tax...more

Cozen O'Connor

Retirement Community Qualifies as a Charity

Cozen O'Connor on

A panel of the Commonwealth Court concluded that a continuing care retirement community qualified as an institution of purely public charity and was therefore exempt from real estate tax, except for a remand regarding...more

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